# AXOS FINANCIAL INC (AX) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 05465C100
Page URL: https://superinvestorclub.com/stock/AX
Last updated: 2026-08-29T13:45:24.033Z

## Summary

As of the most recent 13F filing period, AXOS FINANCIAL INC (AX) is held by 2 tracked superinvestors with an aggregate position value of $78.3M representing 0426624377229 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [First Eagle](https://superinvestorclub.com/manager/21222) | First Eagle Investment Management | 426624 | $41.5M | 0.03% | 2026-06-30 |
| 2 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 377229 | $36.7M | 0.98% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $3.0M aggregate, 076158 shares
- 2023-09-30: 1 holders, $4.2M aggregate, 0109983 shares
- 2023-12-31: 1 holders, $9.6M aggregate, 0174922 shares
- 2024-03-31: 2 holders, $10.6M aggregate, 01875729345 shares
- 2024-06-30: 2 holders, $14.3M aggregate, 021357236200 shares
- 2024-09-30: 1 holders, $12.9M aggregate, 0205372 shares
- 2024-12-31: 2 holders, $41.9M aggregate, 0398364201772 shares
- 2025-03-31: 2 holders, $33.3M aggregate, 0353950162272 shares
- 2025-06-30: 2 holders, $37.2M aggregate, 0354072135172 shares
- 2025-09-30: 3 holders, $42.6M aggregate, 03548211397489179 shares
- 2025-12-31: 3 holders, $43.8M aggregate, 035545914228710986 shares
- 2026-03-31: 3 holders, $45.7M aggregate, 035586816461216849 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "AXOS FINANCIAL INC (AX) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/AX), aggregating SEC 13F, Form 4, and congressional disclosures."